Maximize Your Business Value & Exit With Confidence
You’ve built something valuable—now it’s time to capture that value. Whether you’re selling, merging, or transitioning to family, get the exit strategy that maximizes your payday and protects your legacy.
Exit Planning Is More Complex Than You Think
The External Challenges
- Your business isn't saleable in its current state
- Valuation is much lower than you hoped or expected
- No clear succession plan for family or key employees
- Too dependent on you as the key person
- Significant tax implications you haven't planned for
- Uncertain market conditions for selling
How You're Really Feeling
- Fear of leaving hundreds of thousands on the table
- Anxious about what happens to your team and customers
- Concerned about your financial security after exit
- Unsure when or how to actually exit
- Worried about your legacy and reputation
- Overwhelmed by the complexity of the process
Without Proper Exit Planning, You Risk Losing Everything
Most business owners wait until it’s too late to plan their exit. The result? They accept low-ball offers, pay unnecessary tax, leave money on the table, or worse—can’t sell at all. Your life’s work deserves better. The difference between a poorly planned exit and a strategic one can literally be millions of dollars and the difference between financial freedom or continued stress.
Value Loss
Rushed exits typically sell for 40-60% less than strategic ones
Deal Collapse
Most business sales fall through due to poor preparation
Tax Catastrophe
Poor tax planning can cost you 30-50% of your sale price
We Specialize in Maximizing Exit Value
For over 20 years, we’ve helped Brisbane business owners successfully exit their businesses—whether through sale, merger, or succession. We understand the emotional and financial complexity of this transition. Our Exit Strategy focuses on maximizing your business value, minimizing tax, and ensuring a smooth transition that protects your legacy, your team, and your financial future.
Successful Business Exits
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Average Additional Value Captured
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0
M+
Optimal Exit Planning Timeline
2-
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Years
Your Exit Strategic Roadmap
A proven 8-step process to maximize value and minimize stress
1. Exit Goals & Timeline
We clarify your exit goals, ideal timeline, and financial requirements for your desired lifestyle after exit.
2. Business Valuation
We conduct a comprehensive valuation to understand your current business worth and identify value drivers.
- Multiple valuation methodologies
- Market comparables analysis
- Value driver identification
3. Value Enhancement Plan
We develop a strategic plan to increase your business value before exit, targeting key areas buyers care about.
- Profit optimization strategies
- Customer concentration reduction
- Systems and process documentation
4. Key Person Risk Mitigation
We reduce your business’s dependence on you by building a capable management team and documented processes.
- Management team development
- Process documentation
- Knowledge transfer planning
5. Tax Minimization Strategy
We structure your exit to legally minimize CGT and maximize your after-tax proceeds.
- CGT concession eligibility
- Entity restructuring if needed
- Asset vs share sale analysis
6. Succession Planning
Whether family succession or management buyout, we create a detailed transition plan that protects all parties.
- Successor identification and training
- Transition timeline development
- Financing and funding structures
7. Exit Execution
We coordinate with legal, financial, and M&A advisors to execute your exit smoothly and maximize value.
- Buyer identification and vetting
- Deal structure optimization
- Due diligence preparation
8. Post-Exit Wealth Management
We help you transition your business wealth into personal wealth strategies for your next chapter.
- Investment structure recommendations
- Estate planning coordination
- Retirement income strategies
Imagine Exiting On Your Terms
With a strategic exit plan, you’ll maximize your business value, minimize tax, and transition smoothly. You’ll achieve financial freedom, protect your legacy, ensure your team is cared for, and move confidently into your next chapter—whether that’s retirement, a new venture, or simply more time with family.
Year 1-2
Business value enhanced, key person risk reduced, systems documented, and exit options clear
Year 2-3
Tax strategy optimized, buyers identified, deal structured, and successful exit executed
Post-Exit
Financial freedom achieved, legacy protected, wealth preserved, and your next chapter begins
Ready to Maximize Your Exit Value?
Book an Exit Strategy Session and discover how to capture maximum value while protecting your legacy.